To qualify as a BESS for use for compliance with applicable Standards requirements and/or performance compliance credits, the BESS shall be certified to the Energy Commission to meet the following requirements:

The BESS shall be tested in accordance with the applicable requirements specified in UL1973 and UL9540. Inverters used with BESS shall be tested in accordance with the applicable requirements in UL1741 and UL1741 Supplement SA, or UL1741 Supplement SB.

   The installed BESS shall meet or exceed the following specifications:

1. Single Charge-discharge cycle AC to AC (round-trip) efficiency of at least 80 percent.
2. Energy capacity retention of 70 percent of nameplate capacity after 4,000 cycles covered by a warranty, or 70 percent of nameplate capacity under a 10-year warranty.
      

The installed BESS shall meet or exceed the following specifications:

1. Usable capacity of at least 5 kWh per building.
2. Energy capacity retention of 70 percent of nameplate capacity after 4,000 cycles covered by a warranty, or 70 percent of nameplate capacity under a 10-year warranty.

(b)  Charging Behavior: When combined with an on-site solar photovoltaic system, the BESS shall first charge from an on-site photovoltaic system when the photovoltaic system production is greater than the on-site electrical load. The BESS also may charge from the grid during off-peak TOU hours of the day if allowed by the load serving entity. In anticipation of severe weather, Public Safety Power Shutoff events, or demand response signal, the BESS may charge from the grid at any time if allowed by the load serving entity.

(c)    Discharge Behavior: During discharge, the BESS shall be programmed to first meet the electrical load of the property. If during the discharge period the electrical load of the property is less than the maximum discharge rate, the BESS shall have the capability to discharge electricity into the grid upon receipt of a demand response signal from the load serving entity or a third-party aggregator.

(d)    At the time of enforcement agency inspection, the BESS shall be installed and commissioned to meet one of the control strategies in JA12.3.3.2 below.

The requirements below are applicable to single-family only.

(e)    If the cycling capacity of the BESS drops below the level of the compliance cycling capacity as a result of changes in the reserve level, the BESS shall automatically reset the cycling capacity back to the compliance cycling capacity level after 72 hours. This reset requirement does not apply to reserve level changes that are controlled by a load serving entity or the California Independent System Operator, third-party aggregator, or manufacturer due to severe weather or Public Safety Power Shutoff events. At the conclusion of the severe weather or Public Safety Power Shutoff event, the BESS shall return to the compliance cycling capacity.

JA12.3.3.2.1 Basic Control

To qualify for the Basic Control strategy, when combined with an on-site solar photovoltaic system, tothe BESS shall only allow charging when the photovoltaic system production is greater than the on-site electrical load. The BESS shall discharge whenever the photovoltaic system production is less than the on-site electrical load.

JA12.3.3.2.2 Time-of-Use (TOU) Control

To qualify for the TOU Control strategy, when combined with an on-site solar photovoltaic system, the BESS shall begin discharging during the highest priced TOU hours of the day. The operation schedule shall be preprogrammed from the factory, updated remotely, or commissioned during the installation/commissioning of the system. At a minimum, the system shall be capable of programming three separate seasonal TOU schedules, such as spring, summer, and winter

To qualify for the Advanced Demand Flexibility Control strategy, when combined with an on-site solar photovoltaic system, the BESS shall be programmed as either Basic Control as described in JA12.3.3.2.1 or TOU control as described in .JA12.3.3.2.2. The BESS shall meet the demand response control requirements specified in Section 110.12(a)1 and Section 110.12(a)2. Additionally, the BESS shall have the capability to change the charging and discharging periods in response to signals from the load serving entity or a third-party aggregator.

When a BESS is installed separately from (not in combination with) an on-site solar photovoltaic system, including when the building is served by a community solar PV system, to qualify for the compliance credit, the BESS shall be programmed to:

1. Start Charging from the grid during the of lowest priced TOU hours of the day and start discharging during the highest priced TOU hours of the day, or
2. Meet the demand response control requirements specified in Section 110.12(a)1 and Section 110.12(a)2, and shall have the capability to change the charging and discharging periods in response to signals from the load serving entity or a third-party aggregator.

The Executive Director may approve applications for alternative control strategies that demonstrate equal or greater benefits to one of the JA12 control strategies. To qualify for Alternative Control, the BESS shall be operated in a manner that increases self-utilization of the photovoltaic array output, responds to utility rates, responds to demand response signals, minimizes greenhouse gas emissions from buildings, and/or other strategies that achieve equal or greater benefits than specified in Sections JA12.3.3.2.1, JA12.3.3.2.2, JA12.3.3.2.3, or JA12.3.3.2.4. The application to the Executive Director for this alternative control option shall be accompanied with clear and easy to implement algorithms for incorporation into the compliance software for compliance credit calculations.